Ivy Asset Strategy Fund Quote

WASAX Fund  USD 21.83  0.14  0.65%   

Performance

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Odds Of Distress

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Low
Ivy Asset is trading at 21.83 as of the 20th of March 2025; that is 0.65% up since the beginning of the trading day. The fund's open price was 21.69. Ivy Asset has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. Ivy Asset is traded on NASDAQ Exchange in the United States. More on Ivy Asset Strategy

Moving together with IVY Mutual Fund

  0.64RIRAX Capital Income BuilderPairCorr
  0.76RIREX Capital Income BuilderPairCorr
  0.76RIRCX Capital Income BuilderPairCorr
  0.65RIRFX Capital Income BuilderPairCorr
  0.75CIRCX Capital Income BuilderPairCorr
  0.76CIREX Capital Income BuilderPairCorr

IVY Mutual Fund Highlights

Fund ConcentrationWorld Allocation, Delaware Funds by Macquarie (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Ivy Asset Strategy [WASAX] is traded in USA and was established 20th of March 2025. The fund is listed under World Allocation category and is part of Delaware Funds by Macquarie family. This fund at this time has accumulated 1.81 B in net assets with no minimum investment requirementsIvy Asset Strategy is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 0.02%, while the total return for the last 3 years was 8.78%.
Check Ivy Asset Probability Of Bankruptcy

Instrument Allocation

Top Ivy Asset Strategy Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
FWONKLiberty MediaStockCommunication Services
KHCKraft Heinz CoStockConsumer Staples
CCitigroupStockFinancials
KOThe Coca ColaStockConsumer Staples
HDHome DepotStockConsumer Discretionary
INTUIntuit IncStockInformation Technology
ZBHZimmer Biomet HoldingsStockHealth Care
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Ivy Asset Strategy Risk Profiles

Ivy Asset Against Markets

Other Information on Investing in IVY Mutual Fund

Ivy Asset financial ratios help investors to determine whether IVY Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IVY with respect to the benefits of owning Ivy Asset security.
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